MyCaseRecords - 2026 Pricing, Features, Reviews & Alternatives

MyCaseRecords Case Management System was especially created for behavioral health facilities and professionals. It is a full featured, Beginning-to-End case management solution that is affordable, practical and user-friendly. Manage client cases, facility records, HR functions, individual and group schedules, referrals, claims, billing, authorizations and much more in one easy-to-use system.

The Case Management System enables practitioners to keep all client data organized, easy to retrieve and categorize, while avoiding key entry mistakes or repetitive errors.

Streamline the 12 Core Functions of Reports and Record Keeping with MyCaseRecords: Screening, Intake, Orientation, Assessment, Treatment Plan, Counseling, Case Management, Reports & Record KeepingClient Education, Crisis Intervention, Referral, Consultation.

Features: MyCaseRecords Case Management System places many features right at your fingertips to streamline the daily activities of facility management, counselors and staff.

Client management: The Case Management System allows you to view and manage all client records from admission to discharge. If a client requires reentry into a facility or another program, a new case number will be assigned for each instance, allowing access to primary tracking through the original client number.

Case management: Each client can have multiple "cases" or treatment episodes. The system automatically organizes case records in the client profile along with other relevant data.

Activity and forms management: This feature allows you to document all client-related activities and complete necessary forms, while having them electronically organized.

Scheduling: With the Scheduling feature, you can easily schedule individual clients, groups, classes, staff activities, and other recurring events.

Referral Management: This tool allows you to develop a database of referral names, agencies and contact information, as well as track source of referrals, see reports and use the database to send e-mail campaigns.

Employee Management: You can record and maintain important employee data. In addition, you can scan, store and track important documentation such as licenses, certifications, malpractice policy information and much more.

Reports and Dashboards: MyCaseRecords gives you the option to choose a report from our Library of Reports or design your own. The agency and client data is at your fingertips in a concise manner with this feature. The system dashboards show you summaries of data that you choose.

Workflow and Rules: Facility directors can use the Rules function to automate facility processes and save time and reduce mistakes. For example, a manager can write a rule that will automatically generate a pending discharge summary that will be due within 10 days of client discharge.

Security and Roles: The Case Management System is secure and HIPAA compliant. All client data is secure, SSL encrypted and password protected. User access is determined within the role established by the agency administrator.

Simple, Secure User Login: Secure role-based organization for each staff member with specific accessibility to data. Users log into their own personalized homepage/dashboard

Staff do not have to be at assigned stations; any computer with Internet access will work.

Billing: This feature integrates newly entered data with your existing legacy billing process and allows the option of migrating it to MyCaseRecords online billing module.